Going with the Flow: Rationalizing the workflow options in SharePoint Online

Going with the Flow: Rationalizing the workflow options in SharePoint Online

• 1.
  An Insight company Rationalizingthe Workflow Options in SharePoint Online Going with the Flow
• 2.
  Agenda • 3 Engines– dev experiences, architectures • Key Scenarios • Elevating Permissions • Extending Workflow • Maintainability and Lifecycle Management • Choosing the Right Tool for the Job
• 3.
  Customization Continuum Configure CustomizeExtend Custom Difficult to test outside of production Source control is a challenge Lends itself to full ALM, even continuous integration/deployment Source control is easy Power Users Light Dev Full Dev Full Dev with thanks to Dave Feldman and D’arce Hess Configure Customize Extend Custom
• 4.
  Microsoft Workflow Engines SharePoint2010 Engine Workflow Foundation 3.5 SharePoint 2013 Engine Workflow Manager 1.0 Microsoft Flow Azure Logic Apps
• 5.
  SharePoint 2010 Workflows ConfigureCustomize Extend Custom Configure Customize Extend Custom Configure Customize Extend Custom
• 6.
  SharePoint 2010 Workflows WindowsWorkflow Foundation WF Runtime Engine Base Host Providers messaging, notifications, persistence, roles, tracking, transactions SP Workflow Object Model Custom Activities Built-in Triggers and Activities XAML workflow definition
• 7.
  SharePoint 2013 Workflows ConfigureCustomize Extend Custom Configure Customize Extend Custom
• 8.
  SharePoint 2013 Workflows WorkflowDefinition XOML Workflow Manager Workflow Manager Windows Workflow Foundation 4.5 SP Workflow Object Model SQL Custom Activities Built-in Triggers and Activities XAML workflow definition REST services
• 9.
  Microsoft Flow Configure CustomizeExtend Custom
• 10.
  Dynamics 365 Common ApplicationPlatform • Common connector model • Common gateway model • Common database shared by Dynamics ERP, CRM, and Office 365 • Driven by PowerApps, Flow, and Power BI
• 11.
  demo Connectors and Gateways UsingConnectors Connecting On-Premises
• 12.
  demo Workflow Identities Acting asthe user Elevating permissions
• 13.
  What do youdo when you hit a brick wall?
• 14.
  1. Not allcolumn types supported (e.g. person field) 2. Person field w/multiple selections 3. Multiple lines of text in email 4. Outlook approval email formatting 5. Capturing information from an Approval email 6. Moving a flow (to a new site/list) 7. Deployment requires re-creating the whole Flow http://link.bobg.tv/Flow-7Probs
• 15.
  demo Extending Workflow Extending SharePoint2013 workflow with web services Extending Flow with Azure functions
• 16.
  demo From Flow toLogic Apps
• 17.
  Workflow Comparison SP2007/2010 SP2013Flow Logic Apps Out of the box Content linked approvals Rich set of actions within a site Cross-site collection Work outside of SharePoint Act on behalf of initiating user Elevate Permissions Extend with custom actions Complex logic Personal solution Manageable enterprise solution FUTURE
• 18.
  Reality Check Microsoft ismoving to Flow and Logic Apps • Continued investment is likely to fix current issues • No further investment in SP workflows is likely • Old workflows are buried in the modern UI The cloud is a given • Flow and Logic Apps will always run in the cloud • Use On-Premises Data Gateway to reach on premises
• 19.
  Resources Video Tutorial (LauraRogers) •http://link.bobg.tv/FlowWebcast (scroll to “Automating your work with Microsoft Flow”) Getting Started with Azure Functions •http://link.bobg.tv/AzFunctions Using Azure Functions with Flow •http://link.bobg.tv/AzFuncFlow On-Premises Data Gateway •http://link.bobg.tv/OnPremGateway Azure Logic Apps •http://link.bobg.tv/AzLogic Azure Logic Apps w/Visual Studio •http://link.bobg.tv/AzLogicVS Get Educated •http://link.bobg.tv/LearnFlow
• 20.
  An Insight company Thankyou.